Bespoke Financial Planning LLC is a financial planner in Detroit, Michigan. The firm provides fee-only financial planning services to busy parents, career-oriented professionals, H.E.N.R.Y. (High-earner, not rich yet) individuals, and F.I.R.E. enthusiasts. Their comprehensive services include budgeting, tax planning, retirement savings, investment management, college planning, estate planning, and risk management. Serving clients nationwide from their headquarters in Southeast Michigan, the firm maintains a 5.00 rating from 326 reviews.
Founder John Losen, a CFP® professional, utilizes a systematic and comprehensive approach to help clients organize their personal finances and align their choices with unique life goals. As a fiduciary, the firm has a legal and ethical duty to prioritize client interests above its own. The firm operates on a fee-only model, providing transparent, unbiased advice without the use of commissions or hidden fees. Services are designed to help clients manage workplace benefits, optimize 401k plans, and implement tax-sensitive cash flow decisions.
Bespoke Financial Planning LLC is known for its commitment to professional excellence and its dedication to helping clients achieve financial peace of mind. The firm stands out for its specialized focus on helping professionals and parents navigate complex financial landscapes through personalized, integrated planning.
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